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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,476 | $160,040-96.6% | $147,096-96.3% | $145,877-96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.54% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,774 | $5,289-66.5% | $4,936-64.1% | $4,663-62.0% |
| Participant deferral / active EE | $4,209 | $8,429-50.1% | $8,071-47.9% | $6,691-37.1% |
| Admin fee / account holder | $393 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |